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Soltis Investment Advisors’s Lexeo Therapeutics LXEO Stock Holding History

Soltis Investment Advisors’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.2K Buy
20,016
+16
+0.1% +$87 0.01% 639
2026
Q1 		$115K Hold
20,000
– – 0.01% 564
2025
Q4 		$199K Hold
20,000
– – 0.01% 509
2025
Q3 		$133K Hold
20,000
– – 0.01% 462
2025
Q2 		$80.4K Hold
20,000
– – 0.01% 386
2025
Q1 		$69.4K Buy
+20,000
New +$88.6K 0.01% 361

Other funds holding LXEO

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Soltis Investment Advisors's LXEO Position: Q2 2026 in Review

Soltis Investment Advisors increased its Lexeo Therapeutics (LXEO) stake by 0.08% in Q2 2026, buying an estimated $87 and bringing the position to 20,016 shares worth $93.2K. The position accounts for 0.01% of the portfolio, ranked #639.

Soltis Investment Advisors first reported a position in LXEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $199K in Q4 2025. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Soltis Investment Advisors held 20,016 shares of Lexeo Therapeutics worth $93.2K as of Q2 2026.
  • Soltis Investment Advisors bought 16 Lexeo Therapeutics shares in Q2 2026, an estimated $87.
  • Lexeo Therapeutics made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #639 holding.
  • Soltis Investment Advisors first reported a position in Lexeo Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • Soltis Investment Advisors's Lexeo Therapeutics position peaked at $199K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.